DHJJ Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

DHJJ Financial Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156K	Hold	2,905	–	–	0.04%	252
2026 Q1	$143K	Buy	2,905 +113	+4%	+$5.89K	0.05%	246
2025 Q4	$153K	Hold	2,792	–	–	0.05%	224
2025 Q3	$150K	Hold	2,792	–	–	0.05%	210
2025 Q2	$146K	Buy	2,792 +966	+53%	+$47.8K	0.05%	206
2025 Q1	$91K	Hold	1,826	–	–	0.04%	235
2024 Q4	$88.3K	Hold	1,826	–	–	0.03%	235
2024 Q3	$82.8K	Sell	1,826 -700	-28%	-$30.5K	0.03%	242
2024 Q2	$104K	Sell	2,526 -155	-6%	-$6.38K	0.04%	198
2024 Q1	$113K	Hold	2,681	–	–	0.05%	190
2023 Q4	$101K	Sell	2,681 -431	-14%	-$14.9K	0.05%	195
2023 Q3	$103K	Buy	+3,112	New	+$107K	0.05%	179

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DHJJ Financial Advisors's XLF Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 2,905 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #252.

DHJJ Financial Advisors first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

DHJJ Financial Advisors held 2,905 shares of State Street Financial Select Sector SPDR ETF worth $156K as of Q2 2026.
DHJJ Financial Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #252 holding.
DHJJ Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.